A record built on real decisions
Public oversight, private capital and hands-on work with business owners.
Investment Oversight
Chair of the Board, Murrieta Valley Cemetery District
Governs a California special district. Personally reviewed all of the District’s investments and participated in its investment calls. Completed AB 1234 ethics and Brown Act training (2025).
Deal Analysis
Stein Investment Group
Completed the investment analysis; the group moved forward and the investment remains in good standing.
Monogram Holdings
Reviewed a cannabis company’s financials and recommended against investing.
Fat Cats Pizza
Led the full financial review for a potential group acquisition and recommended against the purchase.
Private deal analysis
More than ten private-company analyses spanning real estate, consumer businesses and operating companies.
Business Owner Advisory
The Union Marketplace
Ongoing financial and operational advisory for a sports cards and collectibles convention business.
Allison Claire
Operational and corporate advisory.
Ronin Golf
Operational and corporate advisory for a golf goods brand.
BSIG Consulting
Advised Southern California small businesses on strategy, operations and KPI-driven performance; led workshops and executive coaching.
Entrepreneur & Athlete
Axiom Events
Experiential marketing firm with partners including the LA Lakers, South Bay Lakers, LA Dodgers, Nike, Beats by Dre and the Pechanga Band of Indians.
BBF
Youth and adult sports-performance business.
Professional Soccer
Played professionally in Atlanta, Cincinnati, San Francisco and San Diego.
Interested in working together?
Joshua welcomes conversations with registered investment advisers, referral partners and community leaders.